Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.78M Buy
2023
Q4
Sell
2023
Q3
$249K Buy
2023
Q1
Sell
2022
Q4
$558K Buy
2022
Q3
$440K Buy
2021
Q4
Sell
2021
Q3
$4.75M Buy
2021
Q2
Sell
2021
Q1
$5.18M Buy
2020
Q4
$2.23M Buy